DANIEL A. WHITE CFP
Plan context: DANIEL A. WHITE CFP 401(K) PROFIT SHARING PLAN
EIN 87-2587211 • Pottstown, PA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$377,714
2025 Contributions
$60,704
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $377,714 | $60,704 | $15,176iApproximate average salary by contribution assumption: employee only about $379,400 at 4% or $252,933 at 6%; with 50% employer match about $252,933 at 4% or $168,622 at 6%; with 100% employer match about $189,700 at 4% or $126,467 at 6%. |
| DANIEL A. WHITE CFP 401(K) PROFIT SHARING PLAN | - | 4 | $377,714 | $60,704 | $15,176iApproximate average salary by contribution assumption: employee only about $379,400 at 4% or $252,933 at 6%; with 50% employer match about $252,933 at 4% or $168,622 at 6%; with 100% employer match about $189,700 at 4% or $126,467 at 6%. |
| 2024 | 1 | 4 | $279,200 | $70,740 | $17,685iApproximate average salary by contribution assumption: employee only about $442,125 at 4% or $294,750 at 6%; with 50% employer match about $294,750 at 4% or $196,500 at 6%; with 100% employer match about $221,063 at 4% or $147,375 at 6%. |
| DANIEL A. WHITE CFP 401(K) PROFIT SHARING PLAN | - | 4 | $279,200 | $70,740 | $17,685iApproximate average salary by contribution assumption: employee only about $442,125 at 4% or $294,750 at 6%; with 50% employer match about $294,750 at 4% or $196,500 at 6%; with 100% employer match about $221,063 at 4% or $147,375 at 6%. |
| 2023 | 1 | 4 | $183,218 | $54,409 | $13,602iApproximate average salary by contribution assumption: employee only about $340,056 at 4% or $226,704 at 6%; with 50% employer match about $226,704 at 4% or $151,136 at 6%; with 100% employer match about $170,028 at 4% or $113,352 at 6%. |
| DANIEL A. WHITE CFP 401(K) PROFIT SHARING PLAN | - | 4 | $183,218 | $54,409 | $13,602iApproximate average salary by contribution assumption: employee only about $340,056 at 4% or $226,704 at 6%; with 50% employer match about $226,704 at 4% or $151,136 at 6%; with 100% employer match about $170,028 at 4% or $113,352 at 6%. |
| 2022 | 1 | 4 | $106,215 | $115,309 | $28,827iApproximate average salary by contribution assumption: employee only about $720,681 at 4% or $480,454 at 6%; with 50% employer match about $480,454 at 4% or $320,303 at 6%; with 100% employer match about $360,341 at 4% or $240,227 at 6%. |
| DANIEL A. WHITE CFP 401(K) PROFIT SHARING PLAN | - | 4 | $106,215 | $115,309 | $28,827iApproximate average salary by contribution assumption: employee only about $720,681 at 4% or $480,454 at 6%; with 50% employer match about $480,454 at 4% or $320,303 at 6%; with 100% employer match about $360,341 at 4% or $240,227 at 6%. |